Anic Equity¶
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Total return since start: 0.549 %¶
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Equity now: -----------------------------> 47329.16 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45929.57 Kr¶
PnL: ---------------------------------------> -959.0 Kr¶
DD now: ---------------------------------> -2.675 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 09:14:40.063873'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -0.160000 | 3105.000000 | 178.000000 | 6.080000 | 2927.000000 |
| HEBA B | 70 | 0.000000 | 2772.000000 | 136.000000 | 5.160000 | 2636.000010 |
| HMS Networks | 2 | -2.180000 | 773.600000 | 100.600000 | 14.950000 | 673.000000 |
| SAAB B | 8 | -0.600000 | 3422.400000 | 45.400000 | 1.340000 | 3377.000000 |
| Nordea Bank Abp | 29 | 0.420000 | 3497.980000 | 43.980000 | 1.270000 | 3453.999992 |
| MedCap | 2 | 0.000000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.230000 | 390.700000 | 35.700000 | 10.060000 | 355.000000 |
| Resurs Holding | 22 | 0.330000 | 595.760000 | 21.760000 | 3.790000 | 573.999998 |
| Corem Property Group B | 59 | -0.100000 | 598.260000 | 21.260000 | 3.680000 | 576.999999 |
| AcadeMedia | 12 | -0.210000 | 577.440000 | 20.440000 | 3.670000 | 557.000004 |
| Norva24 Group | 16 | 1.270000 | 560.960000 | 17.960000 | 3.310000 | 543.000000 |
| OEM International B | 7 | -0.260000 | 544.600000 | 16.600000 | 3.140000 | 527.999997 |
| Eastnine | 4 | 0.630000 | 507.200000 | 16.200000 | 3.300000 | 491.000000 |
| Swedbank A | 3 | 0.700000 | 579.900000 | 15.900000 | 2.820000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Intrum | 4 | -0.620000 | 541.400000 | 14.400000 | 2.730000 | 527.000000 |
| Securitas B | 6 | 0.620000 | 579.720000 | 9.720000 | 1.710000 | 570.000000 |
| Creaspac SPAC | 6 | 0.310000 | 582.600000 | 5.600000 | 0.970000 | 577.000002 |
| Karnov Group | 9 | -0.170000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.190000 | 247.200000 | 1.200000 | 0.490000 | 246.000000 |
| Coor Service Management Hold. | 8 | -0.520000 | 532.800000 | 0.800000 | 0.150000 | 532.000000 |
| Handelsbanken A | 5 | 0.510000 | 542.750000 | -3.250000 | -0.600000 | 546.000000 |
| Boozt | 12 | -1.440000 | 1647.600000 | -6.400000 | -0.390000 | 1653.999996 |
| Midsona B | 63 | 0.550000 | 571.410000 | -11.590000 | -1.990000 | 582.999984 |
| Essity B | 2 | 0.510000 | 552.000000 | -22.000000 | -3.830000 | 574.000000 |
| CTEK | 13 | -3.720000 | 510.900000 | -23.100000 | -4.330000 | 533.999999 |
| International Petroleum Corp. | 5 | 2.450000 | 565.500000 | -29.070000 | -4.890000 | 594.565215 |
| Essity A | 4 | 0.550000 | 1104.000000 | -45.000000 | -3.920000 | 1149.000000 |
| Vivesto | 1368 | 0.000000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.280000 | 3769.500000 | -80.500000 | -2.090000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.550000 | 3668.000000 | -143.000000 | -3.750000 | 3810.999990 |
| Beijer Electronics Group | 26 | 0.370000 | 2813.200000 | -157.800000 | -5.310000 | 2971.000006 |
| OX2 | 18 | -1.210000 | 1401.300000 | -262.700000 | -15.790000 | 1663.999992 |
| Axfood | 13 | 0.040000 | 3469.700000 | -286.300000 | -7.620000 | 3756.000001 |
| Ovzon | 52 | -0.190000 | 2771.600000 | -590.400000 | -17.560000 | 3361.999992 |
| TOTAL | 45929.570000 | -959.000000 | -2.67475% | 46888.564618 |
Updated:¶
'2023-01-27 09:14:52.856278'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
